Apr 16, 2021 10:07 AM IST

Why liquidity is important for debt ETFs

As interest rates rise, debt fund investors should be happy with lower returns: DSP Mutual Fund

The Head-Fixed Income, Saurabh Bhatia, says that increase in interest rates may not mean more risks for investors.

Where does the investor feature in Franklin Templeton’s desperate bid to save its reputation?

Harsh penalties by SEBI are needed to dis-incentivise any reason that corroborates low accountability towards the investor

Are target maturity funds well-suited for investors during rising yields?

Such funds can be considered if the investment time frame matches that of the target maturity date of the scheme

SEBI's AT1 bonds' rule resolved: Should you hold or sell your debt funds?

Debt funds will have to value AT1 bonds as 100-year securities. However, SEBI has given them two years to comply with the new rule

IDFC Gilt Index Funds review: Should you invest in the NFOs?

These funds will invest in gilts and treasury bills, which are highly-liquid and carry no credit risks

Why are investors exiting short-term debt mutual funds?

February saw a net outflow of over Rs 10,000 crore in these schemes. The rise in yields has spooked investors.

AT1 and Tier 2 bonds may not be too risky for debt funds, but SEBI is taking no chances

SEBI has asked MFs to value such bonds as having a 100-year tenor, which may result in a fall in debt fund NAVs

Is it time to increase your investments in high-yield debt funds?

An improvement in company finances can result in a pickup in credit offtake in 2021. Credit spreads are attractive too. But don’t go overboard on credit risks.

Explained: All about debt fund taxation and indexation

The holding period must be three years to avail indexation benefits. Only debt mutual funds are eligible for indexation benefits and not direct bond investments

Credit risk funds aren’t adequately rewarding for investors: Mirae Asset

The fund house’s CIO-Fixed Income, Mahendra Kumar Jajoo says that interest rates are bottoming out. He also says investors must focus more on their goals instead of worrying about interest rate cycles

Sharp fall in debt fund returns post-budget: Stick to short-term bond schemes

Budgetary indications of increased borrowing and RBI’s withdrawal of  easy liquidity have caused bond yields to rise. Longer duration debt funds faced the brunt and returns turned anaemic.

Kotak Bond Short Term Fund review: Should you invest?

The scheme has a high-quality portfolio that could give reasonable returns, without taking credit risks

Franklin Templeton's repayments to unitholders start next week: 5 key investor queries answered

If you are a unitholder of Franklin Ultra Short Bond Fund, you will receive around half of your money

Should investors buy bonds directly from the debt market?

Budget 2021 has outlined a large government borrowing program, thus pushing up yields. Listed may offer bonds better alternatives to bank fixed deposits

Returning unitholders money: The first of many steps needed for Franklin Templeton's image makeover

Franklin Templeton also faces the uphill task of getting its equity funds back in the reckoning

Explained in charts: How debt funds dealt with credit risks in 2020

The Franklin Templeton crisis spelled doom for low-rated bonds. But fund managers believe that the worst is over for credit risk funds

In the meeting with unitholders, Franklin Templeton denies allegations of favouritism to select investors

Unitholders asked trustees when they would get their money back and what could happen if schemes are re-opened for redemptions

Franklin Templeton’s debt schemes receive Rs 2,836 crore repayments in November

Hearing on Franklin Templeton's petition in Supreme Court slated for December 3

Amidst falling interest rates, should investors choose debt funds over fixed deposits?

Debt funds generate extra returns by taking additional risks, which is not the case with fixed deposits

Corporate bond and banking & PSU debt funds: Best options in a low interest rate environment

A large spread between the 10-year government security yield and repo rate offers opportunities to short and medium term debt funds

How high expense ratios are eating into the returns of debt-oriented hybrid funds

The expense ratio of these schemes is typically in excess of 2 percent

Bond ETFs with fixed maturity dates: Low-risk options for investors

Target date debt ETFs help investors significantly mitigate interest rate and credit risks

Fundsgate: How the Karnataka High court shredded Franklin Templeton’s and SEBI’s arguments on investor consent

Franklin Templeton did not ask for investor consent when it decided to wind up its six debt funds in April. Investors disagreed and dragged it to court

Franklin Templeton case: Karnataka HC says MF trustees cannot be indemnified

In June, Franklin Templeton had indemnified its trustees of any liabilities. But the High Court has said such indemnity cannot be given unless unitholders' agree